Hochman Cole Investment Advisors, Inc. XLU Holdings History
Hochman Cole Investment Advisors, Inc.'s Utilities Select Sector SPDR ETF Holding Summary
As of 2021-09-30, Hochman Cole Investment Advisors, Inc. held 93,363.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $5.96 Mil. This investment constitutes 2.34% of their stock portfolio, and Hochman Cole Investment Advisors, Inc. now holds 0.05% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2018Q2. And since then Hochman Cole Investment Advisors, Inc. has made 8 purchases of XLU, at an average price of $56.59, for a total of 118,910.00 shares. In addition, there have been 6 sales at an average price of $62.88 for 25,547.00 shares. Based on historical transaction data and XLU's current price of $84.30, Hochman Cole Investment Advisors, Inc.'s estimated gain on his XLU holdings is $2.75 Mil, reflecting a 40.83% gain to date.
Hochman Cole Investment Advisors, Inc. XLU ($84.30) Holding Chart
Hochman Cole Investment Advisors, Inc. XLU ($84.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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